9 Questions
What is the primary responsibility of an intake specialist at a law firm?
Conducting client interviews and gathering important information
What kind of information does an intake specialist typically collect from a client?
Emergency contact details and next of kin information
Why is it important for an intake specialist to capture client information accurately?
To ensure proper evaluation of the case by the attorney
What is one thing that an intake specialist should not do as part of their role?
Provide legal advice to clients
What does an intake specialist do after a client signs up with the law firm?
Call the client to gather important information
Why does an intake specialist need to collect emergency contact information from a client?
To have a point of contact in case of emergencies related to the case or the client.
What is the role of intake specialists in facilitating communication between clients and attorneys?
Answering clients' questions and serving as a point of contact if the attorney is unavailable
How do intake specialists ensure that both the attorney and client have access to necessary information?
Maintaining client files electronically and obtaining necessary documentation
What role do intake specialists play in explaining legal terms and procedures to clients?
They act as translators, explaining legal terms and procedures to clients.
Study Notes
- Intake specialists at law firms are responsible for handling client intake information and onboarding, which is step seven in the revenue roadmap.
- They conduct thorough interviews with clients to understand their needs beyond the initial issue brought to the firm.
- Intake specialists act as translators, explaining legal terms and procedures to clients, and help them understand the progression of their case.
- They answer clients' questions and facilitate communication between clients and attorneys, serving as the last point of contact if the attorney is unavailable.
- Intake specialists maintain client files electronically, obtain and upload necessary documentation, and ensure that the attorney and client have access to the information.
- They prepare initial paperwork, such as setting up new matters for attorneys and ensuring billing is sent to clients.
- Intake specialists should not solicit clients at hospitals or engage in illegal activities, such as being a "runner" or ambulance chaser, as this is against the law in most states.
Learn about the role of an intake specialist at a law firm in this episode of the Inside BS Show. Dave Lorenzo addresses common questions and provides valuable insights into the responsibilities and variations of this position in different law firms.
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